Flatrock Wealth Partners LLC

SEC CIK: 0002130067
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

FIX holding history

Comfort Systems USA Inc in every 13F filed by Flatrock Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FIX overview All 13F holders of FIX Full Q2 2026 holdings

Shares (Q2 2026): 320
Value: $634.4K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of FIX by Flatrock Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	320	$634.4K	0.2%	+2+0.6%	Added	Holders
Q1 2026	318	$438.6K	0.2%	+20+6.7%	Added	Holders
Q4 2025	298	$278.2K	0.1%	–	No prior filing	Holders